JPC icon

Nuveen Preferred & Income Opportunities Fund

277 hedge funds and large institutions have $580M invested in Nuveen Preferred & Income Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 81 increasing their positions, 88 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
-7
Holders Change %
-2.46%
% of All Funds
4.03%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
28
Increased
81
Reduced
88
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
126
Concurrent Investment Advisors
Florida
$210K +$5.89K +789 +3%
DSC
127
Duncker Streett & Co
Missouri
$205K
CSC
128
Caldwell Sutter Capital
California
$203K
IC
129
IEQ Capital
California
$187K -$11.6K -1,552 -6%
KeyBank National Association
130
KeyBank National Association
Ohio
$186K
Calamos Advisors
131
Calamos Advisors
Illinois
$186K +$186K +24,878 New
CL
132
CSS LLC
Illinois
$185K -$200K -26,800 -52%
FAG
133
Fortitude Advisory Group
Washington
$181K
Wealth Enhancement Advisory Services
134
Wealth Enhancement Advisory Services
Minnesota
$181K -$24.3K -3,255 -12%
SCA
135
Snowden Capital Advisors
New York
$179K -$15.1K -2,000 -8%
BFG
136
Berger Financial Group
Minnesota
$177K -$9.94K -1,330 -5%
JLBC
137
J.L. Bainbridge & Co
Florida
$175K
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$165K
PWPS
139
Pinnacle Wealth Planning Services
Ohio
$163K +$10.6K +1,422 +7%
WB
140
WesBanco Bank
West Virginia
$161K +$2.95K +395 +2%
WA
141
WealthTrust Axiom
Pennsylvania
$160K -$6.63K -888 -4%
CSIC
142
Clifford Swan Investment Counsel
California
$160K
LA
143
LexAurum Advisors
Kansas
$160K -$171K -22,888 -52%
AFP
144
Ausdal Financial Partners
Iowa
$158K -$15.4K -2,056 -9%
IPWA
145
International Private Wealth Advisors
California
$157K +$2.89K +387 +2%
BPA
146
Beacon Pointe Advisors
California
$155K -$52.6K -7,046 -25%
RIA
147
Realta Investment Advisors
Delaware
$151K +$4.3K +576 +3%
TFGT
148
TS Financial Group (TSFG)
Illinois
$151K
PCM
149
Parsons Capital Management
Rhode Island
$149K -$78.7K -10,529 -34%
MIC
150
Meridian Investment Counsel
California
$148K -$14.9K -2,000 -9%